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I use Carepaton. I just started my business and found it very easy to use. It does have a BAA and the client does not need an account to sign the documents I send them. I pay $50 a month. It has an AI script and many templates to use for your notes. Hope this helps!

I am looking forward to the upcoming lecture. I have a few questions and thoughts regarding the discussions around AI regulation.

When people advocate for limits on AI, are they primarily protecting society, or could these restrictions inadvertently limit access to a technology that could benefit everyone?

In my experience working with Aphaia, AI served as a tool to help express my own thoughts rather than generating opinions or ideas for me. With my background and education, I view AI as a platform to assist communication while still actively challenging and shaping the content myself.

I look forward to hearing your perspective on these points during the session.

Welcome, James. Fifteen years of managing your own care and your father's across that many systems is real expertise, and I'd love to connect, since I am also new and my clients often need exactly the kind of organized record you build and yours may sometimes need a physician's read on what's in it. I am located in the Charlotte, NC area. If you 'd like to connect here is my calendar:

link.gethealthstrategix.com/widget/bookings/colleague-connection-call

Welcome James! As I grow my business, my niche is GI cancers. I am in Washington, DC—together we cover both coasts. I would love to connect for 30 minutes to discuss ideal referrals, creating a personal health record, and more.

If interested, you can pick a meeting time at www.care-champions.com/networking

Nice to meet you, James. I look forward to working with you. Have a wonderful day and thank you for all you do.

Hi Annie

I am a former SLP and now advocate. Have a good bit of experience with Parkinson’s patients. If you have questions feel free to reach out
Have you checked your local Parkinson’s organizations? I’m sure you have as you helped your mom

Kind regards
Angie Galatas
Medical Advocacy Plus

Hello Annie:

What are you looking for in terms of a mentor?

My background is close to 10 years (1/2027 will be 10) as a registered nurse who, from that perspective, has always advocated for my patients, and I do have experience with loved ones who have Parkinson's Disease as well as Progressive supranuclear palsy (PSP) and related neuromuscular and neurodegenerative diseases.

I'm relatively new as an independent patient advocate and have my BCPA exam scheduled for Saturday, 10/10.

I've written the following articles that may be helpful:

* compassioncrossing.info/how-to-identify-end-stage-parkinsons-for-hospice-admission/

* compassioncrossing.info/understanding-parkinsons-disease-a-guide-for-families/

* compassioncrossing.info/parkinsons-vs-alzheimers-key-differences-explained/

* compassioncrossing.info/navigating-parkinsons-disease-a-compassionate-guide-to-advance-care-planning-palliative-care-and-hospice-support/

Please do know that my personal business — Compassion Crossing, LLC — at compassioncrossing.info/ covers more than advocacy, and since I don't accept insurance, it is very sporadic for me to obtain clients. Most of my clients to date have been seeking help with value-based advance care planning (which is very different from the traditional method), and I just started working as a 1099 healthcare advocate for Solace Health.

HIPAA and personal privacy always matter, so I'm not sure how mentorship would work.

Please let me know if you have any questions.

Thank you.

I am new as well to Advocacy but 40 years previous business knowledge. That is I owned my own place during that time. It would be easier for you to just call me at 513-673-6987

D. John Bishop

Hello everyone, I’m Dr. Tabu Terrell, a retired emergency physician and the founder of HealthStrategix, an independent patient advocacy practice based in Fort Mill, South Carolina, just outside Charlotte. I practiced emergency medicine for 14 years and was board certified in the specialty for two decades. Long before I started HealthStrategix, I was the person friends and family called when a diagnosis or treatment plan didn’t make sense to them.

My focus is the difficult middle stretch of an illness: when specialists give conflicting opinions, when a family is facing a hard treatment decision, or when care has become complicated enough that nobody seems to be looking at the whole picture. I help patients and families understand what they’re hearing from their doctors, prepare for appointments, and choose a path that fits their goals. HealthStrategix is direct-pay and independent of hospitals and insurers. I meet with clients in person in Fort Mill and virtually.

I’d love to connect with advocates who focus on billing, insurance appeals, or care coordination, since those clients often need clinical interpretation too, and I’m happy to trade referrals. My site is www.gethealthstrategix.com. Glad to be here!

Greetings! I am so glad to have found this group! My advocate journey started with my mom, and her diagnosis with kidney cancer....and now I am the co-founder of a company that has build an app that helps you skip the phone trees and get your medical calls done quicker. So much more work to do. WE are based in San Jose CA (yes, another Silicon Valley start up). WE are eager to figure out how to help patients be able to navigate the healthcare system, and this group is our jam. Thank you for having me! And, I just noticed an AI seminar on October 6th. This site is great!

Hello everyone. My name is Shanequa. I'm reside in NC. I primarily work with complex patients. I'm looking forward to learning from you all.

What is «vibe coding?»

Yes, I'm interested in feedback! Try it out and let me know what worked, didn't work so well, which features should be added! My goal is to create useful, no/low-cost tools for the important work patient advocates do!

Has anyone tried this out?

I use Squarespace for my website. You can't bill perse but you can sell on the website. I bill through my ehr platform Ona Health. The backend is Stripe. If you are just looking to bill Stripe is great for this. You can invoice and create payment links.

I purchased my domain name, build an HTML file website using Claude, and then uploaded it through Netlify. It sounds complicated, but it was actually pretty simple. My practice is new and I only have a handful of clients, so I'm only taking payment through Venmo and Zelle, and my business banking account also has a native invoice and payment tool.

For my website, I built everything on WordPress using Elementor, hosted on Hostinger, and paired with Google Workspace for domain management (sonoranwayfinders.com). Elementor gives me complete control over my design without needing an expensive developer, while integrating directly with MailerLite so contact forms and email leads route into my system automatically. For billing, I created a custom spreadsheet tailored specifically to patient advocacy workflows that eliminates the need for expensive accounting software. I built it myself to handle automated time-tracking timers for different clients and automated invoice generation, all completely free without monthly subscription fees. It’s been such a game-changer for streamlining my practice that I’m actually thinking about packaging and selling it to help other advocates simplify their back office, too.

Thanks so much Jenn! Onboarding is such an important step in building a strong community of advocates!

And, as always, thanks to AnnMarie for all the great work!

Jenn,
I'm… speechless.

Thanks so much for your kind words. I'm so glad you found it worth your time, and worth the brief wait.

-AnnMarie

Congratulations

DJB

Welcome Annie and THANK YOU for your dedication. I am just 100 miles from Seattle — so «hello neighbor» :)

welcome annie! so glad you're here!

you might also add your intro (its super welcome here) -in the introductios post, wher eyou can read lots of others folks intros also.

gnanow.org/community/taking-business-to-next-level/general-tbnl/91-welcome-to-pa360-please-introduce-yourselves.html

I am in Cincinnati Ohio

Where are you located?

Thanks for sharing!

Hi Marsha!
Looks like some needed services you are offering.
Are you telephonic or do you provide any onset services?
Thank you!

Marsha, Welcome!

Marsha,
thanks for sharing this information! We're VERY glad you're here, and its' so cool to hear what you're doing for the caregiver side.

-AnnMarie